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TSMC was cut by four major customers!
- Categories:News
- Time of issue:2022-09-08 10:42
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(Summary description)On September 7, according to foreign media reports, TSMC was facing orders cut by MediaTek, AMD, Qualcomm, NVIDIA and other four major customers, and planned to close four EUV lithography machines to reduce output! As a result, the monthly production capacity will be sharply reduced by 15000 pieces, and the profit next year is likely to decline by 8%!
TSMC was cut by four major customers!
- Categories:News
- Time of issue:2022-09-08 10:42
- Views:
On September 7, according to foreign media reports, TSMC was facing orders cut by MediaTek, AMD, Qualcomm, NVIDIA and other four major customers, and planned to close four EUV lithography machines to reduce output! As a result, the monthly production capacity will be sharply reduced by 15000 pieces, and the profit next year is likely to decline by 8%!
Regarding related reports, TSMC said that it does not comment on market rumors.
It is reported that MediaTek, AMD, Qualcomm, and NVIDIA together account for more than 30% of TSMC's revenue. Recently, the four major customers of TSMC have released relatively conservative information one after another. For example, MediaTek lowered its annual revenue growth forecast, and Nvidia even shouted that "the inventory is too high, and the price must be reduced to clear it." Against this background, TSMC's reduction in advanced process output does not seem surprising.
Analysts from JPMorgan Chase pointed out that due to the U.S. government's request for Nvidia and AMD to restrict the export of high-end GPUs to the mainland, and the cut orders from major customers such as Qualcomm, MediaTek, Nvidia, and AMD, TSMC's revenue and profit next year will be affected.
Overcapacity, wafer foundry quotation plunges
Recently, it has been reported that the semiconductor market has entered the inventory adjustment period, and the quotations of mature wafer foundry processes have been loosened accordingly. IC designers revealed that after the mainland wafer foundry took the lead in reducing prices by more than 10% in July, Taiwan wafer foundry "can't hold on to (prices)". Recently, the cumulative decline has reached about 20%. Because the storm of order cutting is spreading, there is still room for continuous price revision.
Taiwan's major manufacturers with mature wafer foundry processes include VIS, PSMC, and so on. In response to the news that the quotation fell by 20%, VIS stressed that although there was pressure on the average sales unit price in the third quarter, it remained stable.
Even though the domestic wafer foundry mature process index factories still haven't relaxed their offer on the table, the IC design industry privately disclosed that the semiconductor demand continues to be low, and the inventory decontamination pressure remains high, which has led to the gradual loosening of the unit price and quantity of the IC Design factories under the wafer foundry. After the quotation of the mainland wafer foundry mature process fell by more than 10% in July, the related price reduction tide has spread to Taiwan factories, mainly for some mature processes for consumer applications.
An unnamed IC design factory disclosed that in July, when the price of the mainland's wafer foundry was reduced by more than 10%, Taiwan's wafer foundry was still waiting and waiting for price adjustment. With more and more market noise, Taiwan's wafer foundry could only "face reality" and follow the price reduction. The cumulative correction so far has reached 20%.
Source: SEMI
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